This is an old revision of the document!
We have added a (FREE) feature to help our customers who are working with a lender. You can now add a new type of user: Lender User.
At the moment, a user can only be designated as a Lender when they are created. If you have any existing lenders using Lead Manager already and don't want to create new accounts for them, contact us for help migrating them.
Leads can be assigned to an Agent and a Lender independently of one another. Only one agent and one lender can be assigned to a lead. Lenders also have their own round robin settings.
Lenders and Agents can add activities to leads, and can choose to have the other assigned Agent/Lender notified when they do.
Lenders are the same as Agents, except that they don't have the following features enabled: